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Credit Control Admin Assistant

2 months ago

UK, UK, United Kingdom Owen Reed Full time

Job Title Credit Control Admin Assistant

Reporting to Credit Controller

Contract Full-time

Start date ASAP


Location London - Hybrid



JOB PURPOSE


The Credit Control Admin Assistant is to support the Membership Engagement Credit Controller

together with the Membership Department on the primary functions of membership

administration and service. The role would include helping to manage the membership renewal

process for approximately 1,889 members, answering member enquiries in a thorough and

professional manner. Performing data entry tasks, raising member renewal invoices, issue tax

residency documentation, and following up with payments. Provides monthly aged debtors

reports and communicates complex membership queries to the Senior Membership

Engagement Manager.


ROLE AND RESPONSIBILITIES


Customer/Member Services


Respond to e-mails sent to the shared accounts mailbox, which

would include:


• Updating contact information across all relevant platforms when notified of changes.

• Forwarding change requests to the Membership Support Coordinator for processing.

• Sending member portal invites to enable members to pay their invoices.

• Forwarding portal access issues to the IT Department

• Raising credit notes and issuing amended renewal invoices when necessary and after approval by the Senior Manager.


Credit Control


Manage the membership renewal process:

• Log ARS (annual relevant sales) from members and follow up as needed

• Process and reconcile invoices via the accounting system (Xero)

• Investigate and resolve queries relating to non-payment of invoices.

• Maintain accurate records of all chasing activity

• Assist the Senior Manager with membership suspensions due to non-payment

• Re-instate members suspended due to non-payment of invoice when payment is received

• High level of customer service required


General Admin


• Assist the accountant with queries relating to payments and invoicing

• Inform the Membership Administrator of paid ‘‘New Member’’ invoices

• Provide monthly reports on membership renewals and aged debtors to the Senior Manager

• Assist other departments with queries regarding members


Special Projects and Additional Responsibilities


• Perform assignments that may be requested by the Senior Membership Engagement Manager or Executive Team


EXPERIENCE AND QUALIFICATIONS


1. 5 years + customer service experience preferably within the finance department of a

trade association, membership organisation or customer-oriented environment

2. Strong working knowledge of Microsoft Office (Word, Excel, PowerPoint)

3. University or College courses in related field a plus

4. Database systems experience preferred (Dynamic 365)


KEY SKILLS AND COMPETENCIES


1. Excellent organisational skills

2. Must have effective communication skills, both verbal and written

3. Ability to generate graphs, charts and other reporting tools.

4. Outstanding attention to detail

5. Ability to maintain a positive, courteous, and professional demeanour while conversing